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Vanguard Charlotte Fds intl bd idx etf shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Vanguard Charlotte Fds intl bd idx etf

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All positions including Vanguard Charlotte Fds intl bd idx etf held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 60 49.18
2023-12-31 $2.2k 45 49.36

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ea Series Trust Us Quan Value (QVAL)
American Express Company (AXP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Kathleen S. Wright Associates

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Vanguard Group
Betterment
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Assetmark
Bank of New York Mellon
Lincoln National
Jane Street

View all funds holding Vanguard Charlotte Fds intl bd idx etf